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LAM

LOM Asset Management Portfolio holdings

AUM $348M
1-Year Est. Return 29.69%
This Fund
S&P 500
This Quarter Est. Return
+1.86%
1 Year Est. Return
+29.69%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$348M
AUM Growth
+$2.7M
Cap. Flow
+$4.14M
Cap. Flow %
1.19%
Top 10 Hldgs %
25.85%
Holding
282
New
5
Increased
81
Reduced
55
Closed
5

Top Buys

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$2.21M
2
NEM icon
Newmont
NEM
+$807K
3
BSX icon
Boston Scientific
BSX
+$602K
4
IXC icon
iShares Global Energy ETF
IXC
+$448K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$435K

Top Sells

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$767K
2
AVGO icon
Broadcom
AVGO
+$739K
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$429K
4
PYPL icon
PayPal
PYPL
+$409K
5
ADBE icon
Adobe
ADBE
+$372K

Sector Composition

Rank Sector Weight
1 Technology 20.83%
2 Financials 11.11%
3 Consumer Discretionary 7.88%
4 Communication Services 7.01%
5 Healthcare 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGV icon
151
iShares Expanded Tech-Software Sector ETF
IGV
$13.6B
$227K 0.07%
2,830
+1,630
+136% +$144K
ELAN icon
152
Elanco Animal Health
ELAN
$12.7B
$221K 0.06%
9,251
+677
+8% +$16.5K
NEWP
153
New Pacific Metals
NEWP
$803M
$219K 0.06%
38,000
– –
EEM icon
154
iShares MSCI Emerging Markets ETF
EEM
$28.9B
$217K 0.06%
3,820
+1,770
+86% +$104K
LOW icon
155
Lowe's Companies
LOW
$114B
$203K 0.06%
860
– –
CMCSA icon
156
Comcast
CMCSA
$85.1B
$199K 0.06%
6,925
– –
AMT icon
157
American Tower
AMT
$76.1B
$199K 0.06%
1,152
+146
+15% +$26.3K
DIS icon
158
Walt Disney
DIS
$167B
$199K 0.06%
2,061
-7,256
-78% -$767K
XLV icon
159
State Street Health Care Select Sector SPDR ETF
XLV
$41.5B
$196K 0.06%
1,335
– –
FISV
160
Fiserv Inc
FISV
$27B
$194K 0.06%
3,481
-4,311
-55% -$267K
TSLA icon
161
Tesla
TSLA
$1.42T
$182K 0.05%
490
– –
EWY icon
162
iShares MSCI South Korea ETF
EWY
$23.1B
$182K 0.05%
1,480
– –
DXJ icon
163
WisdomTree Japan Hedged Equity Fund
DXJ
$7.21B
$181K 0.05%
1,140
– –
BMO icon
164
Bank of Montreal
BMO
$125B
$175K 0.05%
930
– –
AMD icon
165
Advanced Micro Devices
AMD
$888B
$167K 0.05%
820
– –
RY icon
166
Royal Bank of Canada
RY
$293B
$164K 0.05%
730
– –
IEV icon
167
iShares Europe ETF
IEV
$1.63B
$155K 0.04%
2,285
– –
CM icon
168
Canadian Imperial Bank of Commerce
CM
$107B
$152K 0.04%
1,150
– –
DFSV
169
Dimensional US Small Cap Value ETF
DFSV
$8.15B
$144K 0.04%
4,100
– –
INDA icon
170
iShares MSCI India ETF
INDA
$6.81B
$138K 0.04%
2,955
– –
IBB icon
171
iShares Biotechnology ETF
IBB
$9.37B
$125K 0.04%
740
– –
BNS icon
172
Scotiabank
BNS
$107B
$123K 0.04%
1,270
– –
TRP icon
173
TC Energy
TRP
$71.5B
$118K 0.03%
1,350
– –
XT icon
174
iShares Future Exponential Technologies ETF
XT
$3.86B
$116K 0.03%
1,700
– –
VNQ icon
175
Vanguard Real Estate ETF
VNQ
$39.4B
$113K 0.03%
1,272
– –
5 6
7
8 9

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IWMA
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LOM Asset Management's Q1 2026 Portfolio in Review

As of Q1 2026, LOM Asset Management held 282 positions worth $348M, up 0.78% from $345M the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 3.5%. LOM Asset Management opened 5 new positions and exited 5, leaving the 282-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Financials and Consumer Discretionary.

  • LOM Asset Management's largest Q1 2026 buy was Boston Scientific: 7,530 shares worth $473K.
  • LOM Asset Management added most to Netflix in Q1 2026, an estimated $2.21M increase.
  • LOM Asset Management's biggest Q1 2026 reduction was Walt Disney, cutting an estimated $767K.
  • LOM Asset Management fully exited PayPal in Q1 2026, selling an estimated $409K.
  • LOM Asset Management's ten largest holdings make up 26% of its $348M portfolio in Q1 2026.
  • LOM Asset Management opened 5 new positions and closed 5 in Q1 2026.
  • LOM Asset Management's portfolio value rose 0.78% quarter-over-quarter to $348M.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.